Compile Evaluation Form Enhancements

From now on, evaluation rules can be separately defined for:

• Crew Criteria (offshore crew members)

• Employee Criteria (onshore office employees)

To add a new evaluation rule, navigate to the Evaluation module > Housekeeping > Selection Criteria:NEW SELECTION CRITERIA. This opens the Create new selection criteria dialog:

In the Details tab, fill in the following fields:

• Evaluation Rule Code. Enter a unique alpha-numeric code.

• Evaluation Template. From the drop-down list, select the evaluation template to be used.

• Evaluation Workflow. From the drop-down list, select the evaluation workflow to be used.

In the Criteria section, specify set the scenario according to which the evaluation form is to be sent to both offshore (crew members onboard a ship) and onshore employees (office employees).

To define the scenario for crew members' (offshore) evaluation forms, first, make sure you are on the Crew Criteria tab of the Criteria section. Then, fill in the fields as described below:

• Empty date. Select the checkbox if the evaluation form is to be sent randomly (without any preconditions).

• Criteria (available if Empty date is unselected). From the drop down list, select one of the options: After Sign-on, Before Sign-off, Today. By selecting the option, you can define when the evaluation form is applicable.

• Plus (available if Empty date is unselected). Enter the number of days following the event defined in the Criteria option.

• More Options. Click it to expand more options.

• Repeat. Select the checkbox to allow sending evaluation form on a recurring basis.

• Every (available if Repeat is selected). Enter the number of days to define the frequency for how often evaluation forms to be sent out (e.g. every 3 days).

• Until (available if Repeat is selected). From the calendar view, select the date until which the recurring event is to be carried out.

To define the scenario for office employees' (onshore) evaluation forms, first, make sure you are on the Emplyee Criteria tab of the Criteria section. Then, fill in the fields as described below:

• Empty date. Select the checkbox if the evaluation form is to be sent randomly (without any preconditions).

• Criteria (available if Empty date is unselected). From the drop down list, select one of the options: Contract Start date, Employment Start date, Today. By selecting the option, you can define when the evaluation form is applicable.

• Plus (available if Empty date is unselected). Enter the number of days following the event defined in the Criteria option.

• More Options. Click it to expand more options.

• Repeat. Select the checkbox to allow sending evaluation form on a recurring basis.

• Every (available if Repeat is selected). Enter the number of days to define the frequency for how often evaluation forms to be sent out (e.g. every 3 days).

• Until (available if Repeat is selected). From the calendar view, select the date until which the recurring event is to be carried out.

Now, switch to the Ranks tab to define the position(s) for which the evaluation form is applicable:

To add a position, first, click NEW RANK. This enables editing the table fields:

• Code is fetched based on the position selected from the drop-down list in the Name column.

• Name. From the drop-down list, select the position for which the evaluation form is to be applicable.

Click Save next to the added record in the table.

When completed, click the SAVE button at the bottom of the dialog to add a new evaluation rule to the table:

Stage Reordering Restrictions

To maintain the integrity of the evaluation document workflow, reordering stages is strictly prohibited when it comes to the following cases:

• A stage following the Approved or Dismissed stage

• A stage preceding the Created stage